THANK YOU FOR REGISTERING FOR OUR
UPCOMING ESTATE PLANNING WEBINAR
HERE’S WHAT’S GOING TO HAPPEN NEXT
We’re going to call you to make sure that you’re set!
>>> We’ll check your webcam and make sure you don’t have any questions about how to get online.
>>> We’re going to make sure that you can download the handout.
>>> We’re going to ensure we have your mailing address so we can ship you the larger Estate Planning Guide.
If you have questions before we call and you don’t want to wait, please call our office at 858-453-0626.
Securities offered through Avantax Investment Services SM, Member FINRA, SIPC. Investment Advisory Services offered through Avantax Advisory Services SM. Placing business through Avantax Insurance Services SM. CA# 0D57837